Customer Service Professional, cash handling, audits, sales
Resume:
ALICIA ORNELAS
**** ******** ** ** *****, TX ****5 305-***-**** *********@*******.***
SUMMARY
Experienced Banker with over 20 years of experience in the Banking Industry. Excellent reputation for resolving problems, improving customer satisfaction, and driving overall operational improvements. SKILLS
Personal Banking Foundations
Service Officer Training
Business Client Servicing Training
Proficient in all Microsoft Office Software
Leadership and Team Management Skills
Excellent Customer Service Skills
Organization and Time Management Skills
Problem Solver
WORK HISTORY
Financial Relationship Specialist/Brach Service Leader, 08/2012 to 03/2019 Regions Bank – Miami Beach, FL
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
Cultivated and strengthened relationships with new and existing clients.
Provides a consistent optimal customer experience, primarily handling customers' transactional needs, including but not limited to performing teller activities such as deposits, withdrawals, payments, and balancing.
Ensures safe and sound banking practices, including adherence to all applicable laws and regulations.
Achieves required levels of outbound phone calls using generated customer and prospect lead lists to educate customers on emerging technology and assist with meeting their financial needs.
Refers customers to an internal team of experts when more complex financial goals and needs are recognized.
Educates customers on standard consumer products, emerging bank technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier. Universal Banker/Head Teller, 02/2005 to 06/2012
Citibank – Miami Beach, FL
Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Executed customer transactions, including deposits, withdrawals, money orders and checks.
Upheld strict financial controls by keeping funds secure and accurately transferring monies.
Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
Created member account profiles on organization's online banking program.
Promoted products or services to each customer to consistently achieve sales targets.
Answered telephone inquiries on banking products including checking, savings, loans and lines of credit. Teller, 05/91 to 02/05
SunTrust Bank – Miami Beach, FL
Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
Identified sales opportunities and referred customers to branch partners in financial services.
Rapidly and efficiently prepared customer and ATM cash and change orders.
Checked amount details and fraud markers for transaction papers such as checks and money orders.
Upheld strict financial controls by keeping funds secure and accurately transferring monies.
Processed quarterly Vault and ATM audits with zero error rate.
Promoted products or services to each customer to consistently achieve sales targets.
Executed customer transactions, including deposits, withdrawals, money orders and checks.
Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
Maintained a teller drawer to perform bank transactions.
Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
Handled various accounting transactions.
Maintained friendly and professional customer interactions.
Sold cashier's checks, traveler's checks and money orders.
Processed exchange and foreign currency.
EDUCATION
High School Diploma: 1984
Miami Beach High School - Miami Beach, FL
REFERENCES
Armando Loaisiga- Branch Manager
780 Arthur Godfrey Rd Miami Beach, FL 33140
*******.********@*******.***
Erika Wingate-Team Lead
780 Arthur Godfrey Rd Miami Beach, FL 33140
*****.*******@*******.***
Hazel Centeno- Financial Relationship Consultant
780 Arthur Godfrey Rd Miami Beach, FL 33140
*****.*******@*******.***
Contact this candidate